Q1WB
THRO

Quest 10 Wealth Builders’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Quest 10 Wealth Builders’s Portfolio THRO Stock Details THRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.8K Sell
1,109
-387
-26% -$16K 0.04% 218
2026
Q1 		$54.2K Buy
1,496
+9
+0.6% +$343 0.05% 197
2025
Q4 		$57.3K Buy
1,487
+160
+12% +$6.12K 0.05% 173
2025
Q3 		$50.2K Buy
1,327
+102
+8% +$3.73K 0.05% 178
2025
Q2 		$43.6K Buy
1,225
+327
+36% +$10.8K 0.04% 193
2025
Q1 		$28.5K Buy
+898
New +$30.2K 0.03% 227

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quest 10 Wealth Builders's THRO Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 26% in Q2 2026, selling an estimated $16K and leaving 1,109 shares worth $47.8K. The position accounts for 0.04% of the portfolio, ranked #218.

Quest 10 Wealth Builders first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $57.3K in Q4 2025. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Quest 10 Wealth Builders held 1,109 shares of iShares U.S. Thematic Rotation Active ETF worth $47.8K as of Q2 2026.
  • Quest 10 Wealth Builders sold 387 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $16K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.04% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #218 holding.
  • Quest 10 Wealth Builders first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Quest 10 Wealth Builders's iShares U.S. Thematic Rotation Active ETF position peaked at $57.3K in Q4 2025.
  • 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.